Financial Services Administrator

North Oak Recruitment; West Bridgford; On-site; GBP 26,000 - 28,000; Full time

Benefits offered by this job

Full benefits package

Job summary

North Oak Recruitment is recruiting a Financial Services Administrator / Client Services Coordinator for a Nottinghamshire-based role. You will support two Financial Planners, maintain client data on internal systems, and assist with valuations, meeting packs and documentation.

The role is office-based for at least the first year, with front-of-house responsibilities and a focus on professional client service. Training will be provided, and progression into wealth management is encouraged.

Qualifications

• Previous administrative experience in client service within a professional office.
• No previous wealth management experience required.
• Strong IT skills, including Microsoft Office.
• Highly organised with strong attention to detail.
• Professional communication skills with a confident telephone manner.
• Willingness to learn and pursue professional qualifications.
• Reliable, proactive and enthusiastic.

Responsibilities

• Provide administrative support to two Financial Planners.
• Maintain and accurately update client information on internal systems.
• Assist with the preparation of valuations, meeting packs and client documentation.
• Process new business applications and monitor progress through to completion.
• Manage incoming and outgoing post.
• Greet clients professionally and act as a first point of contact.
• Answer and manage telephone and email enquiries.
• Support compliance procedures and internal processes.
• Deliver a friendly, professional and organised office environment.

Skills

Client service experience

Strong communication

Organised & detail-oriented

Willingness to learn

Reliable & proactive

Telephone manner

Tools

Microsoft Office

Job description

Financial Services Administrator / Client Services Coordinator

Nottinghamshire (our Ref AL1425)

Salary 25,500 - 27,500 dep on experience + full benefits package

My client is a growing nationwide, independent financial planning company and they are committed to delivering clear, professional and client focused advice to individuals and families, trustees and business owners. They are looking to recruit an Administrator / Client Services Coordinator to support their advisers and begin a long-term career within wealth management.

This role is ideal for someone with prior administrative experience in client service and client administration within a professional office environment who is keen to develop a career in financial services. Full training will be provided. The role is fully office-based for at least the first year and includes responsibility for front of house duties.

Responsibilities

• Provide administrative support to two Financial Planners.
• Maintain and accurately update client information on internal systems.
• Assist with the preparation of valuations, meeting packs and client documentation.
• Process new business applications and monitor progress through to completion.
• Manage incoming and outgoing post.
• Greet clients professionally and act as a first point of contact.
• Answer and manage telephone and email enquiries.
• Support compliance procedures and internal processes.
• Deliver a friendly, professional and organised office environment.

About You

• Previous administrative experience in a client service and client administration within a professional office environment.
• No previous experience in wealth management required.
• Strong IT skills, including Microsoft Office.
• Highly organised with strong attention to detail.
• Professional communication skills and confident telephone manner.
• Willingness to learn and develop and undertake professional qualifications.
• Reliable, proactive and enthusiastic.